Cyndeo Wealth Partners »

Rockwell Automation shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Rockwell Automation

Tip: Access up to 7 years of quarterly data

All positions including Rockwell Automation held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rockwell Automation by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 6.0k 291.31
2023-12-31 $2.0M 6.5k 310.50
2023-09-30 $1.4M 4.9k 285.90
2023-06-30 $1.6M 4.8k 329.48
2023-03-31 $1.5M 5.0k 293.47
2022-12-31 $3.6M 14k 257.58